Lead Systems Analyst

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

Role Overview

Wellington Management is seeking an experienced Lead Systems Analyst to join the Portfolio Analysis Technology team within the Investment Platform Technology organization.  This role sits at the intersection of investment decision-making and technology, partnering closely with portfolio managers, research analysts, product managers, and engineering teams to deliver portfolio analytics capabilities that support how investors analyze portfolios, evaluate risk, and make investment decisions. The Lead Systems Analyst will play a critical role in shaping the evolution of Wellington’s portfolio analysis platform. This individual will lead analysis for complex initiatives, translating investor workflows and analytical needs into scalable, high-quality technology solutions that support the firm’s global investment platform.

RESPONSIBILITIES

• Partner directly with portfolio managers and research analysts to understand portfolio analytics, risk, performance, and investment decision-making workflows.
• Lead analysis for portfolio analysis initiatives and platform enhancements, translating complex investor needs into clear functional requirements, user stories, and acceptance criteria.
• Lead end-to-end analysis for complex initiatives spanning multiple systems, including investment data, analytics, and user experience.
• Collaborate with engineers, architects, and product teams to evaluate solution approaches, tradeoffs, and implementation impacts.
• Drive alignment across stakeholders by facilitating discussions between investment professionals and technology teams.
• Support delivery from concept through release, including solution design reviews, testing, and rollout readiness.
• Identify opportunities to enhance investor workflows, improve analytical capabilities, and increase platform usability and performance based on direct investor feedback.
• Drive high‑quality Agile practices, including well‑formed epics and user stories, clear acceptance criteria, backlog readiness, and active participation in sprint planning, reviews, and retrospectives.

Required QUALIFICATIONS

• Bachelor’s degree in Computer Science, Engineering, Business, Finance, or a related field.
• 5+ years of experience as a Systems Analyst, Business Analyst, or similar role within complex technology environments.
• Strong understanding of the asset management industry and portfolio analytics, including concepts such as portfolio risk, performance attribution, portfolio construction, or factor exposures.
• Exceptional communication and facilitation skills, with the ability to engage directly with portfolio managers and research analysts to understand complex investment workflows and analytical needs.
• Strong analytical and problem-solving skills, with the ability to structure ambiguity, evaluate tradeoffs, and make clear recommendations.
• Demonstrated experience leading analysis efforts across cross-functional teams and coordinating requirements across multiple systems.
• Experience working in Agile or iterative development environments.

Preferred Qualifications

• Experience working directly with portfolio managers, research analysts, or investment teams.
• Experience working on investment analytics platforms supporting portfolio analysis, risk, or performance.
• Working familiarity with Python, SQL and data analysis tools.
• Experience with AI-enabled tooling ecosystems (e.g. Copilot) and adoption patterns

Why Wellington Management

At Wellington Management, technology is central to our investment success. In this role, you will partner directly with investors to shape the tools they rely on to analyze portfolios and make investment decisions.

Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected].

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: